Executive Assistant

Executive Assistant / Sr. Administrative Assistant

Join a team of dedicated, big-hearted advocates who are passionate about improving the lives of children and families through their mission to provide, improve, and ultimately prevent the need for foster care!

As the Executive Assistant /Senior Administrative Assistant, you will provide high-level administrative and operational support to a highly respected Chief Investment Officer (CIO) and a collaborative Investments team. This is a high-visibility opportunity to work alongside senior executives, investment professionals, and key stakeholders in a dynamic, professional environment.

The ideal candidate is polished, proactive, exceptionally organized, and comfortable working independently while managing detailed administrative processes and competing priorities. You will play an important role in keeping the Investments team operating efficiently, coordinating complex travel, meetings, expenses, and special events. If you thrive in a professional office environment, enjoy collaborating with accomplished leaders, and have an interest in the investment industry, this could be an exciting opportunity for you!

Essential Duties and Responsibilities

• Provide senior-level administrative and operational support to the Investments team and Chief Investment Officer.
• Coordinate domestic travel arrangements for team members, Board members, and senior leadership, including itineraries, accommodations, transportation, and related logistics.
• Manage and process team expense reports, invoices, and accounts payable requests, ensuring accuracy, timely submission, and appropriate documentation.
• Organize and coordinate team meetings, including meeting room arrangements, technology setup, materials preparation, catering, and other logistical needs.
• Prepare, organize, and distribute meeting agendas, detailed meeting minutes, supporting documentation, and action items.
• Support planning and execution of internal and external events, including Board-related activities, vendor coordination, and event logistics.
• Maintain accurate and organized records related to expenses, travel, meetings, and other team activities.
• Collaborate professionally with executive leadership, investment professionals, external partners, and other key stakeholders.
• Work independently to anticipate administrative needs, prioritize responsibilities, and ensure projects and assignments are completed on schedule.
• Utilize NetSuite and Microsoft Office applications to support financial administration, documentation, reporting, and daily operations.
• Provide occasional onsite support for special meetings and events, including limited travel as business needs require.
• Exercise discretion and sound judgment when handling sensitive financial, organizational, and executive-level information.
• Partner with administrative colleagues and other departments to ensure seamless coordination and exceptional service.
• Other duties as assigned.

Qualifications

• Previous administrative support experience, preferably supporting senior leaders, executive teams, or professionals in a corporate or professional services environment.
• Demonstrated ability to operate confidently and professionally in a high-visibility environment with executives, senior leadership, and external stakeholders.
• Exceptional organizational skills, attention to detail, and ability to manage multiple priorities independently.
• Experience coordinating complex travel arrangements, executive-level meetings, and corporate events.
• Familiarity with expense reporting, invoice processing, accounts payable, and related administrative processes.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Experience with NetSuite or similar financial and enterprise resource planning (ERP) systems is highly desirable.
• Strong written and verbal communication skills, including experience preparing detailed agendas, meeting minutes, and professional correspondence.
• Excellent interpersonal skills with a polished, professional demeanor and a collaborative, service-oriented approach.
• Proven ability to exercise independent judgment, anticipate needs, and take initiative with minimal supervision.
• High level of discretion, integrity, and professionalism when working with confidential or sensitive information.
• Ability to remain flexible, organized, and responsive in a fast-paced environment with changing priorities.
• Previous experience in financial services, investments, wealth management, or a related professional services industry is a plus.
• An interest in investments, financial markets, or the investment industry is strongly preferred.
• Willingness and ability to travel occasionally, up to approximately 10%, as needed.

Benefits offered by Parker Staffing to Contract Employees:

• Paid Sick/Safe Time (based on where allowable by law)
• Medical benefits with multiple plan tiers and Telemedicine access
• 401K with matching contributions
• Holiday pay
• Employee Assistance Program (EAP)